Our client is seeking a Tax Senior Manager . This role focuses on managing high-net-worth individual and business-owner client relationships, overseeing sophisticated tax engagements, and leading a team of tax professionals.
The ideal candidate brings deep experience in individual, fiduciary, and gift tax planning and compliance, along with strong leadership capabilities. Experience in international individual tax planning is highly desirable. This role requires excellent organization, technical rigor, and the ability to manage multiple complex engagements simultaneously.
Key Responsibilities
Manage a portfolio of high-net-worth clients, ensuring exceptional service and timely delivery of all tax-related work.
Oversee and review complex individual, fiduciary, and gift tax compliance and planning engagements.
Provide technical guidance on flow-through entity taxation as it impacts clients’ personal returns.
Supervise managers and senior staff, contributing to training, development, and performance management.
Lead the execution of increasingly complex assignments within the Individual Tax specialty.
Conduct tax research and communicate findings clearly to clients and internal teams.
Participate in business development and client relationship expansion opportunities.
Qualifications
CPA required.
Minimum of 10 years of relevant tax experience; advanced degree preferred.
Strong leadership and team management skills.
Extensive knowledge of individual, fiduciary, gift, and flow-through entity taxation.
Experience with international individual tax planning and compliance preferred.
Proficiency with tax preparation and planning software, as well as Microsoft Office applications.
Strong written and verbal communication skills.
Ability to manage multiple engagements and maintain high service standards.
Experience supporting business development activities.
...immediately for Class A Driver! Bold Safe Trucking is a top employer of CDL Truck Drivers... ...2 years; 1.5 yrs in the last 3 years ~ Local experience will be considered -trailer... ...Mileage and Stop Pay ~$1000 Winter Mountain Driving bonus between Nov-Mar ~ Weekly pay~...
...graduate with a global mindset, a strong sense of social responsibility, and the confidence to pursue lives of purpose. DIRECTOR OF SPECIAL EVENTS Reports to: Director of Development and Alumni Relations Location: King School, Stamford, CT Classification:...
...Overview Panasonic Energy is seeking ambitious interns to join the worlds largest lithium-ion battery initiative. With superior battery... ...is seeking a Human Resources Intern to join our dedicated HR team and gain hands-on experience in a dynamic manufacturing environment...
Description: Responsibilities: 1. Interfaces, independently, with high level stakeholders via meetings, emails, and phone calls to manage data projects. Gather and document requirements; and to gather sample data throughout all phases of the project to ensure data quality....
...Work from Home Data Entry & Office Administration Flexible Online Role About the Job Were... ...office administration role. This entry-level position is designed for individuals... ...Festivals, Distribution Health Care Public & Home Care Manufacturing Raw...